Tobias Financial Advisors is an SEC registered investment adviser organized as a corporation with a primary office location in Plantation, FL. Its latest Form ADV filing, dated April 7, 2026, reports $1.2B in regulatory assets under management, 26 employees, 5 offices, and 2,178 accounts.
Assets Under Management
$1.2B
Employees
26
Offices
5 offices
Total Clients
383
Primary office
PLANTATION, FL
1000 S. PINE ISLAND ROAD, SUITE 450, PLANTATION, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 60.6% of total clients.
Top client categories% of clientsClients
1
HNWI
60.6%
232
2
Individuals
37.1%
142
3
Pension Plans
2.3%
9
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.2Bas of April 7, 2026
Discretionary97.6%
$1.2B
98% of total RAUM97.6%
Non-discretionary2.4%
$28M
2% of total RAUM2.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.2B
Total Accounts2,178
10Y AUM Change+$919M (+337.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees26
Clients per Employee15:1
10Y Employee Change+19 (+271.4%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.